Shopify shipping

Hey there, @marumir05.

Yes, you can use the find match option to manually select transactions you want to link. That way, we can ensure the match is correct and avoid duplicates. 

Here's how:

1. Go to the Banking menu and select Banking.
2. Choose the tile for the account you want to review.
3. Select the For review tab.
4. Click the transaction you want to review and select the Find match button. 
5. Choose the transaction that the matching records found, then click Match.
6. If you want to select another match, select the Find other matches option. 
7. Filter the Match transactions window, then check the transaction box you want to link. 
8. Click Save.

If you need additional guidance in categorizing downloaded transactions, please refer to this article: How to review downloaded bank and credit card transactions and put them in the correct accounts.

In case you need to change or move a transaction to a different account, follow these steps to undo or unmatch it. Make all of your changes before your monthly reconciliations.

Keep me posted if you have further concerns with categorizing Shopify shipping in QuickBooks. I'm always around to help.

Thank you! Where do I upload the transactions? We have a CSV file.

Thank you for your prompt response, @marumir05. If you are uploading transactions manually, please follow me. I'll show you where to upload the banking transaction in QuickBooks Online.

If you wish to transfer your banking data using a CSV file, this procedure of manually uploading a transaction in QuickBooks Online

1. Go to the Banking tab; select the Banking section.
2. Select the blue tile for the account you want to upload the transactions.
3. Select Upload from the file.
4. Select Drag and drop or select files and select the file you downloaded from your bank. Then select Continue.
5. From the QuickBooks account ▼ dropdown, choose the account you want to upload the transactions. Then select Continue.
6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
7. Select the transactions you would like to import. Then select Continue.
8. Select Yes.
9. When you accept your transactions, select Done.

For your reference, you can also utilize this article: Manually upload transactions into QuickBooks Online.

In addition, I've got you this article about modifying a report and adding extra details to it: Customize reports in QuickBooks Online.

Now if you want to save your current custom reports setting and have them carry over the next time you run business data, you can visit this page: Memorize reports in QuickBooks Online.

It's always a pleasure to have you here, @marumir05. Let me know if you have further concerns under the banking section. The Community always has your back. Stay safe!

Oh sorry! I'm referring to the shipment transactions / purchased shipping labels. We have a CSV file of it, but I couldn't find the option to upload it or the only way is to manually create a transaction under "expense" if I'm correct.

Thanks for getting back here in the thread, @marumir05. I'll share insights about importing data inside QuickBooks Online (QBO).

In QBO, you can upload data in CSV format. However, you can only upload certain information inside your company file. These are the following information that you can import inside QBO:

• Bank Data
• Customers
• Vendors
• Chart of Accounts
• Products and Services
• Invoices

For more information, please see this article: Common questions about importing data to QuickBooks Online.

In case the data you're trying to upload is not in the list, you can still get through this situation by manually entering them inside your company file. I'll gladly input the steps below. To begin, here's how:

1. Access your QuickBooks Online company.
2. On the left navigational bar, go to the Expenses tab.
3. Click the New transaction button, and then choose Expense.
4. Enter information in each field.
5. Once done, click the Save and close button.

Additionally, here's an article to help you manage expenses inside QBO: Enter and manage expenses in QuickBooks Online.

You can also check this page to ensure your data stays accurate: Run reports in QuickBooks Online.

@marumir05, I'll be more than happy to help you out again if you need assistance performing specific tasks inside QuickBooks. Take care, and have a nice day!

Once I have created an expense, can I match the bank transaction to it?

Great work on manually entering your transactions, @marumir05. Let's proceed with matching them from your bank feeds to the records in QuickBooks Online.

QuickBooks will detect and automatically match the transactions if they have the same data. Otherwise, let's use the Find Match feature to show all potentially matched transactions. To do so, follow these steps:

1. Go to Banking and select the Banking tab.
2. Click the Find other records button.
3. In the Match Transactions window, put a checkmark on the transactions that should match the downloaded transaction.
4. If the transaction you want to match is outside the date range displayed, update it. You can click the date field to manually change the From and To dates.
5. Select Save if the total amount of both transactions is the same.
6. Press Save.

After clicking the Find match option, the Matching transactions window will appear with an expense list you can choose from. Please see my sample screenshot below:

You can refer to this article for the complete guide on adding and matching downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

Once everything is settled, check out these resources that will guide you through a successful reconciliation:

• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

I'll still be here if you need further assistance or have concerns about matching your bank feed transactions in QuickBooks Online. Stay safe and well.